Chuck Dobson

Wealth Practice Leader - Carolinas & Virginia

Chuck Dobson is an experienced investment professional currently serving as the Practice Leader for Mercer's Wealth business in the Carolinas and Virginia. With over 25 years of experience, they have a proven track record of delivering customized investment solutions for corporate and non-profit retirement plan sponsors and institutional clients. Chuck has held various roles including Investment Advisor and Team Lead at Aon Hewitt, where they managed teams and provided advisory services. They hold a BA in Economics from the University of North Carolina at Chapel Hill and an MBA in Finance and Real Estate from the University of Georgia. Chuck is also a CFA charterholder and a CFP professional.

Location

Charlotte, United States

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